See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,514 | $78,672-40.9% | $109,143-57.4% | $85,850-45.8% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 103.11% | 25.09%+78.0pp | 25.75%+77.4pp | 318.53%-215.4pp |
| Employer contribution / active EE | $2,168 | $2,735-20.7% | $3,722-41.8% | $2,565-15.5% |
| Participant deferral / active EE | $4,975 | $3,467+43.5% | $4,653+6.9% | $3,952+25.9% |
| Admin fee / account holder | $318 | $5,469-94.2% | $6,752-95.3% | $6,260-94.9% |